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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-11-02 |
| VA | RA | APPROVED | 2021-11-02 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
484 Viking Drive Suite 100, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dellisanti Benefit Advisors | Towson | MD | 11/2005 | Present |
| Lpl Financial, Llc | Virginia Beach | MD | 11/2010 | 12/2021 |
| Sfg Wealth Management, Llc(Formerly:SYnergy Financial Group,Llc) | Virginia Beach | MD | 12/2016 | 11/2021 |
| Onedigital Investment Advisers Llc | Overland Park | KS | 11/2021 | Present |
| Triad Advisors | Norcross | GA | 12/2021 | 08/2024 |
| Osaic Wealth, Inc. | Virginia Beach | VA | 08/2024 | Present |
1)JJD LLC;not investment related;1060 Laskin Road,Ste 12B,Virginia Beach,VA 23451;individual life and disability insurance sales;president;12/2021;less than 5 hrs/month;0 hrs during trading;sales of individual insurance policies 2)OneDigital Insurance;not investment related;1060 Laskin Road,Ste 12B,Virginia Beach,VA 23451;employee benefits sales/service;consultant;12/2021;80 hrs/month;4 hrs during trading;sales of group insurance plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-19 |
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